As the AI boom continues to captivate investors, attention is shifting to small and mid-cap space opportunities. TD Cowen deputy head of research Lisa Thomas joins Catalysts to shed light on promising AI investment plays beyond the usual Big Tech names.What smaller names should investors be taking a look at if they do want to play A I but in the smaller and mid cap space?
And of course, it's been really a very small number of stocks within the large cap space, uh the magnificent seven and even a smaller concentration within that, that is outperformed.So we think the timing of this piece is great because investors really are taking a step back looking at SMS which are undervalued or certainly seeing a near historic valuation gap versus large caps.
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